Dataro’s onboarding process

Onboarding Step

Time required

Stakeholder responsible

Kickoff Meeting

Once the contract is signed, we arrange a kick-off meeting. In this meeting, you will:

• Meet your customer success manager
• Create an onboarding plan + timeline
• Assign roles + responsibilities
• Set a go-live target date

Bring a representative from both your fundraising & database/IT team.

30-60min

Dataro

Connecting your data

The connection process will depend upon your CRM / other data sources. 

• For most cloud-based CRMs (e.g. Raiser’s Edge NXT + Salesforce NPSP), you can simply follow the steps in the Dataro Platform to connect via your CRM’s APIs. No technical meeting is usually needed.
• For some CRMs with less-advanced APIs, you will create an administrator-level account for Dataro to set up data extracts.
• For custom implementations / data warehouses, we have enormous flexibility to cater to your exact requirements.
• For drag & drop Data Upload customers, you will provide data files directly into the Dataro platform, following our schema.

Your Customer Success Manager will provide you with instructions for your specific CRM / data sources during your kick-off call. An additional technical call will be booked with your IT team, if required. 

~5 minutes (cloud-based CRMs)

~ 1-4 hours (other systems)

Data Transformation + Preparation

Once your data is connected to Dataro, we need to map it to Dataro’s Fundraising Reference Schema and prepare it for the modeling process.

~1 week

Dataro

Campaign Tagging

For most implementations, this will be the fundraising team’s biggest contribution to help generate the best predictions.

The goal is for us to gain a nuanced understanding of the ‘category’ and ‘channel’ for all of your historic campaigns. 

Dataro uses AI to automatically categorize every campaign in your system using the information in your CRM. You will log into the Dataro platform to review our work and ensure campaigns are tagged correctly.

Fundraising Activity Planning

Whilst the technical onboarding is happening, we need to start planning how you will use Dataro in your fundraising. 

In this session, we work with your fundraising teams to understand your objectives, to map your campaign calendar, and to determine where Dataro will add the most value. This step allows you to get started quickly after go-live.

~1 hour

Modeling

This is the fun bit! In this stage, Dataro completes our modeling and analytical work, generating your predictive ranks & scores and populating your reports in the Dataro Platform. Where you have a CRM integration, we also push your predictions into the newly-created custom fields in your CRM that will house the ranks & scores. 

Data Mapping in the Platform

The process of Data Mapping ensures that Dataro has interpreted certain field-level CRM data correctly. In this step, your CSM will help you to review the mapping & update it directly in the Dataro Platform.

You

Troubleshooting

We connect with your team & sense-check the data that we’re seeing, like the number of campaigns & transactions that have flowed through, the output of our models, etc, to ensure that everything is working correctly before go-live.

~30 minutes - 1 hour

Go-Live 

Your predictions are now ready to be used and your reports are live! 

Our Go-Live Training session typically lasts about an hour and we encourage all team members who will be using Dataro to attend and actively participate.

~1 hour

Team Training + Activation

Congratulations, you're up and running! 

The 2 months following our Go-Live Training is called the Activation stage. During this period, we will closely collaborate with your teams to embed Dataro in your programs & workflows and to launch your first campaigns.

2 months

Together